本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Gumshoe Capital Management LLC (CIK 1995382) reported $109.4M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TFX ($34.0M, 31.11%), CMP ($27.2M, 24.82%), OPCH ($15.3M, 14.02%), WEAV ($12.9M, 11.82%), SITC ($10.6M, 9.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFX | TELEFLEX INCORPORATED | $34.0M | 31.11% | 268,521 | Trimmed |
| 2 | CMP | COMPASS MINERALS INTL INC | $27.2M | 24.82% | 872,348 | Trimmed |
| 3 | OPCH | OPTION CARE HEALTH INC | $15.3M | 14.02% | 731,304 | New |
| 4 | WEAV | WEAVE COMMUNICATIONS INC | $12.9M | 11.82% | 2.2M | Trimmed |
| 5 | SITC | SITE CTRS CORP | $10.6M | 9.70% | 2.7M | Hold |
| 6 | JBI | JANUS INTERNATIONAL GROUP IN | $9.3M | 8.53% | 1.7M | Trimmed |
| 7 | SNAP | SNAP INC | $0 | 0.00% | 0 | Exited |
| 8 | WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30